HighLevel + AI: The Future Of Sales & Marketing Is Here! ⚠️

Let me tell you LevelUp Day 2024 was a must for HighLevel! They rolled out over 300 new features upgrades and updates.

It was like a fire hose of innovation! I’m particularly excited about their AI Employee and the Kollab app.

It’s a whole new level of automation for sales and marketing making everything super efficient.

Table of Contents

AI Employee: Your New Marketing Sidekick




Imagine having a dedicated marketing assistant working 24/7 ready to answer any question handle customer inquiries and even personalize your emails! That’s what HighLevel’s AI Employee brings to the table.

It’s like having a virtual marketing team member who never takes a break and is always learning.

How AI Employee Makes Life Easier

You can set working hours for your AI Employee so it only responds during designated periods.

This keeps everything aligned with your team’s schedule and you can easily manage when the AI interacts with specific contacts.

The most impressive thing about AI Employee is its ability to learn and adapt.

It constantly analyzes data and learns from interactions becoming smarter over time.

It can even help generate optimized sales funnels tailored to your business needs saving you a ton of time and effort.

The Kollab App: Collaboration On Steroids

The Kollab app is a real game-changer when it comes to team collaboration.

It’s like a central command center for all your HighLevel operations.

Forget the days of scattered emails endless calls and clunky spreadsheets!

Boosting Teamwork Efficiency

The Kollab app offers a streamlined platform for managing tasks and communication.

It’s perfect for your operations team allowing for quick reviews updates and communication on sub-account information.

This means fewer bottlenecks and more efficient workflows.

Imagine having a single dashboard where you can track all your team’s progress manage tasks and communicate instantly.

The Kollab app makes this a reality boosting productivity and keeping everyone on the same page.

Beyond AI & Collaboration: A Massive Update Spree

Beyond AI Employee and the Kollab app HighLevel has been busy across the platform.

Let me highlight some key updates:

Funnel Building Made Easy: Funnel AI

Forget manually creating funnels! Funnel AI helps you design effective funnels in seconds using AI to understand your business goals and generate optimized designs.

It’s like having a marketing strategist on hand 24/7 offering instant insights and expert recommendations.

Ad Manager Gets an Upgrade

The Ad Manager now provides detailed campaign statistics including impressions clicks conversions and expenditure.

You can see exactly how your ads are performing and make data-driven decisions to optimize your campaigns for maximum return on investment.

Powerful Prospecting Tools

The Prospecting Tool Analytics Dashboard offers metrics and visualizations of your prospecting activities helping you track progress measure effectiveness and identify areas for improvement.

You can see what’s working what’s not and adjust your strategies for better lead generation.

Agency Snapshot Sales

Agencies can now sell their snapshots to other agencies via the App Marketplace opening up a new revenue stream.

It’s a win-win: agencies can earn more money and the Marketplace gets a richer selection of tools.

Streamlined Scheduling

The Troubleshooting Tool helps you identify and resolve availability issues within your scheduling system.

This ensures accuracy and efficiency when booking appointments preventing scheduling conflicts and ensuring smooth client interactions.

Enhanced Dashboard Analytics

You can now track website and funnel performance with easy-to-use Visitor Data Widgets on your custom CRM dashboard.

By centralizing visitor data you can quickly assess your site’s performance and make informed decisions to improve conversion rates.

Automation That Saves Time

Set up recurring tasks at specified intervals reducing the need for manual duplication.

Imagine the time you’ll save on routine tasks! This feature helps you focus on the strategic aspects of your business leaving the tedious tasks to HighLevel.

Intuitive Financial Management

Direct invoice payments can now be made immediately after document signing streamlining both processes into one user flow.

This simplifies the user experience saving time and reducing payment friction.

More Than Just a Sales and Marketing Platform: A Full Suite of Tools

HighLevel is much more than just a sales and marketing platform.

It’s a complete business automation solution offering a wide range of tools to manage every aspect of your business.

Email Marketing Made Powerful

With the new email performance widgets you can quickly gauge your email campaign performance and make data-driven decisions to improve engagement and conversion rates.

HighLevel also provides pre-built contact segments allowing you to automatically target specific audience segments based on their engagement with previous email campaigns.

This helps you send more personalized and effective emails improving re-engagement and campaign success.

Enhancing Customer Engagement

Users can now embed feedback forms and surveys directly into email campaigns allowing for one-click feedback collection.

This simplifies contact engagement and provides valuable insights into customer sentiments and campaign performance.

Personalized and Relevant Content

Conditional elements allow you to add personalized content to emails displaying different elements based on contact-specific conditions.

This ensures targeted relevant content is delivered enhancing the effectiveness of your email marketing campaigns.

Simplifying Your Workflow

The Clickfunnels 2.0 Importer allows you to seamlessly import funnels from Clickfunnels 2.0 making the transition to HighLevel effortless without needing to rebuild your funnels from scratch.

Optimizing for Mobile

Users can customize image dimensions for mobile and desktop layouts separately ensuring optimal display across devices.

This improves SEO by optimizing image display for different devices making your website accessible and engaging for all users.

Domain Management Made Easy

The Domain Purchase Product allows you to easily purchase and manage domains directly from the HighLevel platform.

This all-in-one solution simplifies domain management making integration with HighLevel tools a breeze.

Easy Website Replication

Users can now clone WordPress sites preserving all settings content and configurations.

This feature provides a quick duplication process making it easier to replicate site elements reduce setup time and ensure consistency across projects.

Efficient File Management

Multi-select functionality allows you to move download and delete multiple files at once.

This makes file management much easier improving efficiency when handling large quantities of files and saving time and clicks.

Centralized File Storage

Users can now sync files between Google Drive and HighLevel’s media storage centralizing file management.

This integration boosts productivity by ensuring files are up-to-date across platforms reducing duplication and keeping everything organized within HighLevel.

Secure File Storage

Private Mode allows you to upload and manage files securely ensuring sensitive data is protected.

With enhanced privacy features such as time-limited access links you can confidently store and share sensitive files improving overall security.

Seamless Subscription Management

Users can create new subscriptions or schedule invoices directly from the contact details page with pre-filled customer information.

This streamlined process saves time by combining subscription setup and invoice creation into a single flow enhancing payment management efficiency.

WhatsApp Integration for Scheduling

Businesses can now guide customers through booking appointments directly within WhatsApp using interactive step-by-step conversations.

This feature simplifies scheduling reduces drop-offs and boosts booking rates by allowing customers to complete the entire process within WhatsApp.

Streamlining SaaS Plan Management

Agencies can now include Custom Menu Links (CMLs) in SaaS plans automatically applying them to new sub-accounts.

This streamlines the process of bundling 3rd-party solutions with SaaS plans ensuring seamless integration without manual configuration.

Enhanced Document Design

Users can now create columns by dragging and dropping elements side-by-side in the document builder.

This feature improves document organization making it easier to design clear and professional proposals and contracts.

Offering More Payment Options

PayPal and PayLater options are now integrated into payment elements across invoices forms and order forms.

Users can offer multiple payment options reducing friction and enhancing the customer checkout experience.

Engaging Carousel Ads

Users can now create carousel ads with up to 10 images or videos each with its own headline and description.

Carousel ads enhance engagement improve click-through rates and provide a mobile-friendly cost-effective ad format.

SaaS Management Beyond Stripe

Agencies can now manage SaaS payments across multiple providers and customize payment methods for sub-accounts.

These updates provide greater flexibility and improve the billing experience for SaaS sub-accounts beyond Stripe.

Expanding SaaS Product Bundles

Agencies can now resell multiple add-ons with SaaS plans via the SaaS Configurator supporting all reselling products.

This change increases feature adoption by centralizing add-on configuration making it easier to include new products in SaaS bundles.

Streamlining Workflow Automation

Users can now send estimates directly from workflows automate actions based on estimate events and save templates.

This enhances automation allowing you to trigger invoice or contract actions based on estimate status for improved efficiency.

Enhanced Reporting for Ad Manager

Ad Manager now provides detailed leads and sales data within campaign statistics including export options and enhanced reporting tools.

This update enhances visibility into campaign performance streamlining reporting and helping users optimize ad strategies efficiently.

Improved Customer Experience

Customers can now view their current and past order details through a secure access center accessible via OTP login from order confirmation emails.

This feature improves customer experience by offering seamless access to order history and real-time order status.

Personalized Customer Interactions

Users can now add custom fields to chat widget contact forms improving data collection during customer interactions.

This flexibility allows businesses to personalize communications and gather relevant customer information across channels like SMS Email and WhatsApp.

Streamlined Form Submission Management

The Submissions page now supports expanded customizable columns and a dynamic view with options to copy data or redirect to URLs directly.

This overhaul aligns with industry standards offering a more detailed view and easier management of form submissions.

Enhanced Workflow Tracking and Collaboration

Users can add notes and sticky reminders at both the workflow and action levels with customization options for tracking and collaboration.

These enhancements improve workflow clarity making it easier to manage tasks provide feedback and onboard team members.

Visualizing Data for Insights

Analytics now includes pie chart visualizations for page views and sales with filtering options to refine insights.

This visual breakdown helps users compare performance across funnels and websites optimizing traffic flow and conversions.

Dynamic Workflow Calculations

Users can now update custom values in math operations allowing for real-time adjustments and calculations within workflows.

This feature supports dynamic scenarios like tracking limited offers updating waitlists and calculating commissions automatically.

Unified Email Analytics

Workflow email stats are now integrated with email campaign analytics for streamlined tracking and editing.

This update offers a unified view of email performance simplifying analysis and campaign management.

Deeper Social Media Insights

Social Planner now offers deeper insights into Facebook and Instagram performance including demographics engagement and weekly trends.

These analytics help users tailor their content strategy and optimize for better reach and engagement.

Flexible Subscription Management

Users can pause subscriptions indefinitely or with an end date generate draft invoices during pauses and resume subscriptions manually.

This feature provides flexibility in subscription management ensuring seamless billing and customer retention.

Building Trust with Customer Reviews

Store owners can enable customer reviews and ratings for products which can be displayed after owner approval on product pages.

This boosts store credibility and engagement by providing customer feedback and fostering trust for future buyers.

Improved Template Management

Future GHL templates are now hidden by default giving admins control over visibility.

This ensures unreviewed templates remain hidden until admins approve them improving library management.

Tailored Template Libraries

Admins can now tailor template libraries for sub-accounts by hiding irrelevant categories.

This provides better customization showing only relevant content to specific accounts or clients improving user experience.

Personalized SMS Communication

Users can now select which phone number to send SMS messages from including multiple numbers per contact.

This enables personalized communication increases trust with local numbers and improves response rates.

WooCommerce Integration

Store owners can now sync WooCommerce data with HighLevel importing orders and contacts for seamless management.

This automates data handling and allows store owners to leverage HighLevel’s marketing tools improving operations.

Enhanced Community Engagement

Users and admins can now send direct messages and share media with other community members.

This enhances engagement by enabling real-time 1:1 communication within the community.

Streamlined App Discovery

Users can search browse and install apps directly from workflows via the new Discover Tab.

This streamlines app discovery and installation enhancing workflow efficiency and automation capabilities.

Guided Messenger Conversations

Set predefined quick replies within Facebook and Instagram Messenger to guide conversations.

This speeds up response times provides structure and improves customer engagement through guided interactions.

Customizable Widgets

Users can install and integrate custom widgets into funnels websites and blogs.

This enhances customization without coding driving engagement and conversions through interactive elements.

Expanding Math Calculation Capabilities

Expanded math calculations now include Radio Select Checkbox and Dropdown fields in forms and surveys.

This provides more flexibility for quizzes assessments and budgeting with real-time scoring capabilities.

Secure Digital Product Delivery

Store owners can securely deliver digital products through email with instant download links.

This streamlines product delivery ensuring seamless and secure customer access via OTP login flow.

Customizable Chat Availability

Users can customize chat availability by setting business hours and auto-responders for off-hours.

This provides clear communication by displaying welcome messages based on business hours improving user experience.

Streamlined Blog Content Migration

Import blog posts from any CMS with a simple 3-step tool that maps fields like title and author.

This saves time by automating blog content migration simplifying publishing across platforms.

Enhanced Custom Object Tracking

Monitor key activities like creating updating or deleting custom objects records and associations.

All actions are logged and stored for two months with filtering options by module and action type.

This improved accountability and easier troubleshooting help users efficiently track updates and resolve issues involving custom objects.

Expanding the App Marketplace Ecosystem

Agencies can now sell Snapshot apps directly through the HighLevel Marketplace as part of their SaaS plans via the SaaS Configurator.

This feature expands the range of marketplace offerings drives agency adoption and supports both developers and creators boosting the Marketplace ecosystem.

Personalized Dashboard Design

Customize the appearance of your dashboard or widgets with predefined or custom themes modifying everything from widget backgrounds to chart colors.

This brand consistency and personalization improve visual appeal giving users full control to reflect their unique style on dashboards.

Engaging Course Experience

A redesigned course UI with seamless category navigation intuitive support for text audio and video lessons and interactive features like quizzes comments and real-time status tracking.

This enhanced experience makes learning easier and more engaging while improving performance with optimized loading speeds and modular code updates.

Seamless Single Sign-On for WordPress

Log in to WP Admin with one click from the WordPress dashboard using secure Single Sign-On (SSO) without needing to input credentials.

This SSO simplifies access for agencies managing multiple sites and for clients who need quick hassle-free admin access.

Automated Domain Linking

Customers can now link their domains from GoDaddy Cloudflare or IONOS with just a few clicks.

No manual DNS configuration required.

This automation saves time and removes technical barriers allowing users to focus on their site management.

Modernized Client Portal

The updated client portal introduces enhanced dashboards and digital contract management.

Users can send sign and download contracts directly from the portal alongside personalized greetings and one-click access to essential features.

This revamp streamlines workflows enhances accessibility and improves both the document-signing experience and navigation on mobile and web platforms.

Streamlined App Launch Process

Launch your app with our streamlined step-by-step process guiding you from branding to going live with ease.

This intuitive approach simplifies app creation by providing in-app help progress tracking personalized branding and notifications ensuring a smooth transition to a live app.

Easy Photo Gallery Creation

Effortlessly create customizable photo galleries for your websites and funnels.

This user-friendly widget enhances visual storytelling without technical skills improving engagement with features like lightbox support and customizable headings.

Easy Event Management

Easily create manage and join events within your community.

This feature empowers admins to set up events while enabling members to effortlessly discover and register for gatherings ensuring they stay informed and organized.

In-Depth Form and Survey Analytics

Gain insights into the performance of forms and surveys with detailed analytics.

This update provides actionable data to help users enhance decision-making by tracking views responses and completion rates over time with customizable filters for more granular insights.

Flexible Tax Settings

Specify tax preferences for products at both global and product levels.

This flexibility ensures compliance with tax conventions allowing businesses to adjust tax settings as needed while maintaining consistent application across products.

Automated Document Updates

Use Opportunity Custom Values within document templates for automated updates.

This enhancement reduces manual entry by automatically populating documents with current opportunity data streamlining contract management.

Microsoft Teams Integration

Automatically generate meeting links with Microsoft Teams integration.

This integration simplifies scheduling by automatically sending unique meeting links with calendar invites reducing manual effort.

Enhanced Snippet Management

Improved organization for snippets with folders and search functionality.

This update enhances snippet management allowing users to quickly find and use snippets while maintaining consistent formatting across the platform.

Automated Document Field Linking

Link text and date fields to custom values in documents.

This functionality automates updates after document signing and facilitates data management through downloadable CSV files.

Cost-Effective Starter Plus Plan

New Starter Plus Plan offers cost savings on premium workflows.

Agencies can manage workflow costs effectively enjoying up to 40% savings while maintaining access to essential premium features.

Customizable Marketing Audit Reports

Customize marketing audit reports by selecting and reordering sections.

This flexibility allows agencies to tailor reports to their specific needs enhancing presentation and effectiveness.

Transparency in Snapshot Pushes

View detailed history of snapshot pushes for transparency.

This new feature enables users to track the status of their snapshot pushes across sub-accounts enhancing user experience and efficiency.

Seamless Ecommerce Integration with Meta Commerce

Store owners can now publish and sync products from their HighLevel Ecommerce stores directly to Meta Commerce facilitating sales on Facebook and Instagram Shops.

This integration simplifies product promotion and inventory management allowing store owners to target audiences effectively while managing a single inventory across multiple platforms.

Affiliate Campaigns Beyond GHL Websites

Affiliates can now run campaigns on any external website expanding promotion options beyond GHL websites and funnels.

This flexibility enhances marketing reach and streamlines affiliate campaigns with universal tracking and customizable product-based commissions enabling affiliates to earn on every eligible transaction seamlessly.

Customizable Reports with Multi-Page Support

Users can design schedule and share fully customizable reports using a drag-and-drop interface with multi-page support and personalization options.

This feature saves time with automated report generation and delivery while providing flexible data sharing and professional presentation empowering users to drive informed business decisions.

Enhanced Email Campaign Workflow

Streamlined email campaigns with direct creation options improved UI and a checklist for missing fields before sending.

This enhancement allows for a smoother workflow in composing and previewing emails reducing errors and improving campaign efficiency.

Recurring Appointment Payment Integration

Collect payments for recurring appointments directly through the booking widget.

This feature simplifies recurring payment handling offering flexibility and reducing friction for both users and customers.

Agency Performance Tracking

Agencies can track rebilling revenue costs and profits within the Agency Dashboard.

Metrics include revenue growth cost breakdowns and profit margins.

Agencies gain insights to monitor performance and optimize earnings by slicing data by product or sub-account.

Enhanced Onboarding Process

Enhanced onboarding with new setup wizards and the ability to select payment providers beyond Stripe.

A smoother onboarding process boosts SaaS adoption and simplifies the initial setup for users.

Contact Data Preservation

Save contact data from partially completed surveys even with slide logic enabled.

Capture valuable leads and reduce data loss by storing contact information throughout the survey.

Secure GHL WordPress Account Monitoring

Track activity access and audit logs for GHL WordPress accounts.

This improves security troubleshooting and transparency by monitoring actions and tracking potential issues.

Modernized Course Theme

A fresh modern course theme with improved navigation professional aesthetics and faster loading times.

This elevates course creation and provides a seamless engaging learning experience for users and students.

Simplified GMB and Facebook Page Integration

Connect Google My Business and Facebook pages directly within the platform for data sync.

This simplifies setup ensures seamless white-labeling and reduces agency workload.

Expanded Global Reach

Now available in 13 new countries expanding the global reach to 20 markets.

This helps businesses grow their presence and unlock new revenue opportunities across regions.

Enhanced Mega Menu Support

New mega menu support for easy organization with enhanced style editor settings.

This improves website navigation user engagement and customization options.

Smart Appointment Management

Create smart lists advanced filters and manage rescheduled tags for better appointment management.

This enhances scheduling efficiency by saving filter preferences and simplifying calendar organization.

Flexible Workflow Management

Filter workflows by criteria and save custom views for easy access.

This streamlines workflow management and helps users quickly find specific processes.

SaaS Wallet Usage Monitoring

Agencies can set wallet usage thresholds and receive notifications for sub-account transactions.

This prevents unexpected charges and improves budget control by monitoring transaction limits.

Tailored SaaS Menu Links

Agencies can customize reorder and restrict menu links by role or SaaS plan.

This provides greater control over SaaS configurations improving usability and customization.

Shopify Integration for Ecommerce

Import and sync products collections orders and transactions from Shopify to GHL.

This enables seamless store migration and automation through GHL’s marketing tools.

Streamlined Analytics Reporting

Build share and use dashboard templates for easy reporting and analytics.

This simplifies analytics by streamlining report generation and template sharing.

Personalized Opportunity Card Views

Users can personalize opportunity cards by selecting up to 7 fields (standard or custom) and choosing between Default and Compact views for a tailored workflow.

This feature provides flexibility by allowing custom quick actions field layouts and a real-time preview helping users better organize their pipeline.

Template-Based Workflow Management

Documents Ads Manager and Reporting tools are now available as templates for easier project management.

These additions simplify workflow with pre-built and custom templates improving organization with tag and category management.

Enhanced Record Searching

Admins can select up to 6 searchable fields for Contacts Opportunities and Custom Objects.

Regex search is also supported.

Customizable search fields enhance usability helping users find records faster even with complex datasets.

Simplified Webinar Management

Create both On-Demand and Live Webinars directly within the platform to boost engagement and conversions.

This simplifies webinar management helping businesses generate leads and drive conversions with minimal effort.

Streamlined Media Management for Affiliates

Manage media with campaign-specific options quick downloads and a redesigned interface for a smoother experience.

Streamlined media access boosts affiliate productivity by ensuring relevant assets are always accessible.

Effective Spam Review Management

Mark and filter spam reviews with visual indicators spam filters and undo options to maintain online reputation.

This feature ensures only genuine reviews receive attention reducing manual review management time.

Automated Workflow Based on Reviews

Automate workflows based on new Google and Facebook reviews using mapped review data.

Automated workflows help businesses respond promptly to reviews enhancing customer engagement.

Streamlined Contact and Opportunity Importing

Import both Contacts and Opportunities from a single CSV file with smart field mapping and de-duplication.

This streamlined import process reduces errors and ensures consistency across records.

Organized Contact Relationships

Define relationships between contacts with custom labels and manage associations directly within contact views.

Organized contact relationships improve collaboration and streamline CRM management.

Engaging Quizzes for Lead Generation and Learning

Easily design quizzes with flexible layouts for lead generation learning assessments and product promotions.

Quizzes enhance engagement generate insights and drive educational or sales outcomes.

Quick Website Launch with Templates

Launch pre-designed websites using ready-to-use templates with preview options.

This speeds up website setup helping users quickly create polished digital experiences.

Easy Web Widget Integration

Discover and integrate web widgets through the App Marketplace with no coding required.

Widgets provide flexibility for designers helping them enhance website performance and personalization.

HighLevel truly is pushing the boundaries of sales and marketing automation! With AI collaboration tools and an incredible number of updates it’s empowering businesses to achieve unprecedented levels of efficiency and success.

It’s not just a platform; it’s a must.




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